Relationship Manager (Private Banking) at Terawork

Job Overview

Location
Lagos, Lagos
Job Type
Full Time
Date Posted
3 years ago

Additional Details

Job ID
32531
Job Views
112

Job Description



Job Description



  • The Relationship Manager leads initiatives to generate and engage with business partners to build new business for the company.

  • This candidate will be focused and have strong communication skills. They should be able to think critically when making plans and have a demonstrated ability to execute a particular strategy.


Responsibilities



  • Identify potential clients in the target market and complete appropriate research on the prospective client's business and equipment needs

  • Develop relationships with prospective clients, while maintaining existing client relationships.

  • Partner with sales and marketing team teams to create contract-winning proposals for current and prospective clients.

  • Develop strategies to identify new clients through market segmentation and apply different approaches in targeting and selecting clients.

  • Establish relationships with product specialists and other internal stakeholders to customize product solutions for clients.

  • Lead business development activities for top clients/partners.

  • Maintain and cultivate long-term relationships with the customer.

  • Execute strategies for cross-selling and up-selling of products and services based on understanding of range of products and client analysis.

  • Advocate for a solution or idea that is a win-win for the organization and customer.

  • Review client acceptance, Know Your Customer (KYC) and onboarding procedures including handling client documents.

  • Seek to improve customer metrics by applying benchmarks of customer management.

  • Manage a customer-centric research program that integrates economic and industry trends into the analysis.

  • Utilize knowledge of financial instruments to propose funding/ investment strategies as required, Upsell and cross-sell products and services to clients.

  • Research and pursue new business opportunities.

  • Cross-sell products by leveraging on FI relationships including coordinating with other business units and product specialists to market organizations products and services for customized solutions.

  • Enhance clients experience by providing timely information and advice to address their financial needs.

  • Handle High Net Worth clients by monitoring financing plans, coordinating, and resolving conflicts and managing expectations of involved parties.


Job Requirements



  • Minimum of B.Sc with a 2:1 related Degree with professional certification in procurement an added advantage.

  • 5 - 6 years of experience as a Relationship Manager in the financial Services Industry especially commercial banks

  • Experience in key account management and managing High Network Individuals.


Similar Jobs

Cookies

This website uses cookies to ensure you get the best experience on our website. Cookie Policy

Accept